Automate the flow of budget assumptions, actuals, and forecast data between Google Sheets and Planful. Stop manually copying numbers between departmental spreadsheets and your financial planning platform. Let Redbird AI handle the sync, validation, and formatting so your finance team works from one source of truth.
Redbird gives your team ready-to-run workflows — just connect your accounts and go.
Collect budget inputs from department heads in Google Sheets templates and automatically load them into the correct Planful dimensions and accounts. Redbird validates accounts, cost centers, and period mappings before pushing data, flagging any discrepancies for review. Finance teams get clean, consolidated budgets without manual data entry.
Pull the latest forecast versions from Planful into formatted Google Sheets workbooks for leadership review and what-if analysis. Redbird maintains formulas, formatting, and commentary sections while refreshing actuals and forecast values. Executives can model scenarios in familiar spreadsheets backed by Planful data.
Generate monthly variance reports comparing Planful actuals against budget and forecast, formatted as Google Sheets dashboards with conditional formatting and charts. Redbird calculates variances, applies threshold-based highlighting, and distributes sheets to department leads. Finance reviews exceptions instead of building reports from scratch.
Track hiring plans, salary changes, and headcount assumptions in collaborative Google Sheets and sync them to Planful workforce planning modules. Redbird maps employee attributes to Planful dimensions and updates compensation assumptions across forecast periods. HR and finance collaborate without version control headaches.
Monitor designated Google Sheets for completion flags or cell changes indicating budget templates are ready for review. Redbird validates data completeness, runs sanity checks against historical ranges, and notifies finance teams with summary statistics. Only validated submissions enter the Planful workflow.
Combine financial data exported from Planful with operational KPIs tracked in Google Sheets—like unit volumes, conversion rates, or customer counts. Redbird joins datasets on common dimensions and calculates per-unit economics or efficiency ratios. Leadership sees complete performance stories, not just financial numbers.
No engineers, no pipelines to maintain. Redbird handles the connectivity — you focus on the outcome.
Authorize Google Sheets and Planful with OAuth or API credentials. Redbird never stores your data — it just passes through.
Tell Redbird what to do in plain language — no SQL, no code, no configuration files required.
Redbird shows you exactly what it will do before running anything. Approve the workflow, set a schedule, and switch it on.
Workflows run on your schedule or on triggers. Every run is logged. Adjust with natural language at any time.
Redbird AI understands both the flexible structure of Google Sheets ranges and the dimensional hierarchies of Planful planning models, so your finance workflows run automatically without brittle scripts.
Redbird maps Google Sheets columns to Planful accounts, entities, and custom dimensions without hardcoded lookups. It recognizes period structures, understands parent-child account hierarchies, and validates data against Planful metadata before loading. When Sheets formats change or Planful dimensions are added, Redbird adapts mappings intelligently. You get reliable automation that doesn't break when business users adjust templates or finance reconfigures chart of accounts.
faster than exporting CSVs, reformatting for Planful imports, and manually validating dimension mappings
Redbird can pull from Google Sheets and Planful simultaneously, merge the results, and format a polished report — sent on a schedule or on demand.
Set conditions in natural language. Get notified in Slack or email the moment a threshold is crossed in either Google Sheets or Planful.
SOC 2 Type II certified. Data flows encrypted in transit and at rest. Fine-grained permission controls with full audit logs.
Push data from Google Sheets into Planful, or from Planful back into Google Sheets. Resolve conflicts with configurable merge rules.
Every workflow run is logged — what ran, what changed, and why. Replay or revert any individual step at any time.
Start automations from budget submissions in Google Sheets or forecast locks in Planful—Redbird connects both directions.
Trigger when new budget rows are added or existing assumptions are modified in designated ranges.
Trigger when specific cells—like status flags or approval checkboxes—change to indicate readiness for import.
Trigger on a schedule to capture the latest departmental inputs from collaborative budget templates.
Create or update rows in Google Sheets with formatted forecast values, maintaining formulas and conditional formatting.
Mark rows with validation results, error flags, or import confirmation timestamps after Planful processing.
Build formatted variance analysis sheets with charts, pivot tables, and commentary sections from Planful data.
Trigger when a Planful budget or forecast version is finalized and ready for distribution or analysis.
Trigger when monthly actuals are imported from ERP systems, signaling readiness for variance reporting.
Trigger when Planful finishes running scenario analysis or consolidation, making results available for export.
Import validated budget assumptions from Google Sheets into specific Planful versions, accounts, and dimensions.
Modify driver values or headcount assumptions in Planful models based on collaborative inputs from Sheets.
Initialize a new forecast version in Planful and populate it with data consolidated from department templates.
Stop copying data between budget spreadsheets and Planful. Redbird AI automates the sync, validation, and reporting so your finance team focuses on analysis instead of data wrangling.